Form 5500 · Employee benefit plan · HICKORY, NC
ALEX LEE, INC.
ALEX LEE, INC. of HICKORY, NC is a 3,875-participant wholesale trade employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is EMPLOYEE PLANS INS CONSULTANTS INC. Coverage is written through AETNA LIFE INSURANCE COMPANY. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-1780605 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 3 insured contracts covering dental and vision; the largest, with AETNA LIFE INSURANCE COMPANY, covers 3,342 people.
Reported premium across the insured contracts is $3,017,420, with $280,101 in disclosed broker commissions — about 9.3% of premium.
The most recent policy period ended in September, and the plan year ends September 30. Group contracts typically renew on that annual cycle.
EMPLOYEE PLANS INS CONSULTANTS INC is the broker of record on all 3 contracts.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Dental | 3,342 | September | $1,697,887 | $155,790 |
| AETNA LIFE INSURANCE COMPANY | Dental | 3,661 | September | $1,142,704 | $106,613 |
| AETNA LIFE INSURANCE COMPANY | Vision | 6,468 | September | $176,829 | $17,698 |
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